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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-01-15
OH RA APPROVED 2026-01-15
TX RA APPROVED 2026-01-15
  • KY RA
    APPROVED
    Since 2026-01-15
  • OH RA
    APPROVED
    Since 2026-01-15
  • TX RA
    APPROVED
    Since 2026-01-15

Branch Locations

Montgomery, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Green Farm Juicery Blue Ash OH 12/2017 06/2025
Body Alive Cincinnati OH 06/2016 05/2018
Fidelity Investments Covington KY 07/2025 Present
J. Michael Companies Cincinnati OH 02/2006 11/2017
  • 12/2017 → 06/2025
    Green Farm Juicery
    Blue Ash, OH
  • 06/2016 → 05/2018
    Body Alive
    Cincinnati, OH
  • 07/2025 → Present
    Fidelity Investments
    Covington, KY
  • 02/2006 → 11/2017
    J. Michael Companies
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-18
  • S66 Uniform Combined State Law Examination
    2025-12-18
Other Names
  • Amy Oneil
  • Amy Wahl
  • Amy Fair
  • Amy Thom
  • Amy O Neil

View on SEC IAPD

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